Latest H&H Retirement Design & Management INC Stock Portfolio

$212Million– No. of Holdings #84

H&H Retirement Design & Management INC Performance:

2026 Q1: -2.51%YTD: -2.51%2025: 16.9%

Performance for 2026 Q1 is -2.51%, and YTD is -2.51%, and 2025 is 16.9%.

About H&H Retirement Design & Management INC and 13F Hedge Fund Stock Holdings

On 2026-05-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, One Wealth Map LLC reported an equity portfolio of $212.8 Millions as of 31 Mar, 2026.

The top stock holdings of One Wealth Map LLC are BIL, EDV, IJR. The fund has invested 17.8% of it's portfolio in SPDR SERIES TRUST and 5.4% of portfolio in VANGUARD WORLD FD.

The fund managers got completely rid off DIVERSIFIED HEALTHCARE TR (DHC), RIGETTI COMPUTING INC (RGTI) and ISHARES TR (AGT) stocks. They significantly reduced their stock positions in VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INDEX FDS (VB) and COSTCO WHOLESALE CORPORATION (COST). One Wealth Map LLC opened new stock positions in ISHARES TR (AMPS), MASCO CORP (MAS) and SALESFORCE INC (CRM). The fund showed a lot of confidence in some stocks as they added substantially to BOOKING HOLDINGS INC (BKNG), STARBUCKS CORP (SBUX) and VISA INC (V).

H&H Retirement Design & Management INC Equity Portfolio Value

Last Reported on: 04 May, 2026

H&H Retirement Design & Management INC Annual Return Estimates Vs S&P 500

Our best estimate is that One Wealth Map LLC made a return of -2.51% in the last quarter. In trailing 12 months, it's portfolio return was 24.69%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares tr	4,705,210
masco corp	463,915
salesforce inc	421,240
stryker corporation	295,997
intercontinental exchange in	292,168
uber technologies inc	276,817
nvidia corporation	236,354
ishares tr	221,196

New stocks bought by H&H Retirement Design & Management INC

Additions

Ticker	% Inc.
booking holdings inc	2,184
starbucks corp	90.44
visa inc	32.22
vaneck etf trust	24.12
ishares tr	22.6
vanguard world fd	17.47
meta platforms inc	16.71
schwab strategic tr	15.39

Additions to existing portfolio by H&H Retirement Design & Management INC

Reductions

Ticker	% Reduced
vanguard scottsdale fds	-41.9
vanguard index fds	-39.95
costco wholesale corporation	-27.4
alphabet inc	-19.51
ishares tr	-11.89
select sector spdr tr	-7.1
elevance health inc formerly	-6.3
spdr series trust	-6.09

H&H Retirement Design & Management INC reduced stake in above stock

Sold off

Ticker	$ Sold
diversified healthcare tr	-396,902
rigetti computing inc	-256,795
ishares tr	-243,306

H&H Retirement Design & Management INC got rid off the above stocks

Sector Distribution

One Wealth Map LLC has about 86.7% of it's holdings in Others sector.

Others
Utilities
Technology
Communication Services
Consumer Cyclical
Financial Services

Sector	%
Others	86.7
Utilities	3.2
Technology	2.7
Communication Services	1.9
Consumer Cyclical	1.8
Financial Services	1.4

Market Cap. Distribution

One Wealth Map LLC has about 9.8% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
LARGE-CAP
MID-CAP

Category	%
UNALLOCATED	86.5
MEGA-CAP	5.3
LARGE-CAP	4.5
MID-CAP	3.2

Stocks belong to which Index?

About 12.7% of the stocks held by One Wealth Map LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500
RUSSELL 2000

Index	%
Others	87.3
S&P 500	9.3
RUSSELL 2000	3.4

Top 5 Winners (%)		%
BGRN	ishares tr	20.3 %
AMAT	applied matls inc	18.2 %
XLB	select sector spdr tr	17.0 %
TSM	taiwan semiconductor manufac	16.4 %
QCOM	qualcomm inc	15.9 %

Top 5 Winners ($)		$
BIL	spdr series trust	3.1 M
XLB	select sector spdr tr	1.0 M
XLB	select sector spdr tr	0.6 M
AGZD	wisdomtree tr	0.4 M
XLB	select sector spdr tr	0.4 M

Top 5 Losers (%)		%
BKNG	booking holdings inc	-93.8 %
CHKP	check point software tech lt	-36.0 %
IQV	iqvia hldgs inc	-31.8 %
ABC	cencora inc	-16.3 %
DXCM	dexcom inc	-15.1 %

Top 5 Losers ($)		$
BKNG	booking holdings inc	-11.8 M
XLB	select sector spdr tr	-0.4 M
IQV	iqvia hldgs inc	-0.4 M
CHKP	check point software tech lt	-0.2 M
META	meta platforms inc	-0.2 M

H&H Retirement Design & Management INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of H&H Retirement Design & Management INC

One Wealth Map LLC has 84 stocks in it's portfolio. About 50.2% of the portfolio is in top 10 stocks. BKNG proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for One Wealth Map LLC last quarter.

Last Reported on: 04 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.32	2,458	688,689	added	3.63

AAXJ	ishares tr	2.69	107,937	5,732,530	reduced	-0.43

AAXJ	ishares tr	1.02	41,302	2,163,390	added	2.38

AAXJ	ishares tr	0.65	15,306	1,379,530	reduced	-0.56

AAXJ	ishares tr	0.51	11,533	1,093,790	added	22.6

ABC	cencora inc	0.19	1,326	403,063	added	2.00

ABNB	airbnb inc	0.25	3,723	527,400	added	0.65

ABR	arbor realty trust inc	0.07	20,229	160,415	unchanged	0.00

ADBE	adobe inc	0.14	1,231	308,624	reduced	-4.28

ADSK	autodesk inc	0.18	1,594	389,494	reduced	-3.98

AFK	vaneck etf trust	0.61	121,850	1,295,260	added	24.12

AFTY	pacer fds tr	0.68	40,782	1,437,560	reduced	-0.89

AGT	ishares tr	0.00	0.00	0.00	sold off	-100

AGZD	wisdomtree tr	3.33	183,610	7,094,670	reduced	-2.36

AGZD	wisdomtree tr	3.27	73,930	6,952,390	reduced	-2.11

AMAT	applied matls inc	0.54	2,983	1,160,570	reduced	-2.58

AMPS	ishares tr	2.21	92,513	4,705,210	new

AMPS	ishares tr	0.85	17,495	1,813,520	added	0.8

AMZN	amazon com inc	0.77	6,089	1,633,440	reduced	-2.39

ANTX	elevance health inc formerly	0.32	1,801	671,050	reduced	-6.3